“巴铁”转向？绕开我国开采6万亿油田，谁知我国反成最大赢家

Core Viewpoint - Pakistan's recent energy strategy, marked by a cooperation agreement with US energy giants to develop its richest oil fields, indicates a diplomatic shift that ultimately benefits China as the primary stakeholder in Pakistan's energy landscape [1][2]. Group 1: Pakistan's Energy Strategy - Pakistan, with a population exceeding 250 million and a GDP per capita only about 11% of China's, views breakthrough developments in its energy sector as crucial for economic growth [1]. - The country has historically relied on international capital and technology due to its underdeveloped infrastructure and lack of technical talent, making foreign partnerships essential for large-scale oil and gas field development [1]. - China's dominant role in Pakistan's energy cooperation is underscored by successful projects like the Gwadar deep-water port and the China-Pakistan Economic Corridor, which have solidified bilateral relations over the past 70 years [1]. Group 2: Diplomatic Flexibility and Economic Diversification - Pakistan's decision to partner with the US for oil field development reflects its diplomatic agility and a strategic move towards economic diversification, avoiding over-reliance on a single country [2][4]. - The warming relations between Pakistan and the US, highlighted by special treatment during military visits and tariff negotiations, have paved the way for US involvement in Pakistan's oil sector [4]. Group 3: International Cooperation and Market Dynamics - Pakistan's openness to international investors is evident through previous partnerships, such as selling stakes in state-owned oil and gas companies to Saudi Arabia and granting mining rights to Canadian firms [4]. - Despite the US being the largest oil exporter globally, its actual demand for Pakistani crude oil is limited, with China and India being the primary importers in the region [4]. Group 4: Economic Benefits and Future Prospects - The economic gains from oil and gas resource development will enhance Pakistan's ability to purchase advanced military equipment from China and adopt Chinese infrastructure technologies, deepening bilateral trade relations [5]. - Plans for a transnational oil pipeline connecting Xinjiang, China, to Pakistan are under consideration, which would diversify China's energy supply and enhance risk resilience [5]. Group 5: Long-term Implications for China - While concerns about the impact of US-Pakistan cooperation on China-Pakistan relations exist, the long-term outlook suggests that China will continue to benefit from Pakistan's economic development within a mutually beneficial framework [7]. - The vision for the China-Pakistan Economic Corridor indicates ongoing collaboration in industrial capacity, technology exchange, and talent development, fostering a tighter economic partnership that could influence South Asia's economic integration [7].